Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,103 | $190,862-25.0% | $159,991-10.6% | $134,509+6.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.32% | 552.59%-571.9pp | 408.82%-428.1pp | 418.13%-437.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $27,000 | $6,924+290.0% | $6,183+336.7% | $6,400+321.9% |
| Admin fee / account holder | $1,432 | $10,495-86.4% | $8,715-83.6% | $11,427-87.5% |